United Asset Strategies’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-33,785
| Closed | -$1.47M | – | 237 |
|
|
2022
Q3 | $1.47M | Buy |
33,785
+615
| +2% | +$26.8K | 0.23% | 94 |
|
|
2022
Q2 | $1.57M | Buy |
33,170
+1,593
| +5% | +$75.5K | 0.23% | 87 |
|
|
2022
Q1 | $1.79M | Buy |
31,577
+1,063
| +3% | +$60.3K | 0.23% | 86 |
|
|
2021
Q4 | $1.79M | Buy |
30,514
+973
| +3% | +$57K | 0.21% | 84 |
|
|
2021
Q3 | $1.73M | Buy |
29,541
+1,504
| +5% | +$88.2K | 0.22% | 84 |
|
|
2021
Q2 | $1.56M | Buy |
28,037
+1,068
| +4% | +$59.3K | 0.21% | 87 |
|
|
2021
Q1 | $1.57M | Buy |
+26,969
| New | +$1.57M | 0.23% | 85 |
|
|
2020
Q2 | – | Sell |
-128,409
| Closed | -$3.96M | – | 199 |
|
|
2020
Q1 | $3.96M | Sell |
128,409
-1,534
| -1% | -$47.3K | 0.98% | 35 |
|
|
2019
Q4 | $7.32M | Buy |
129,943
+3,085
| +2% | +$174K | 1.42% | 18 |
|
|
2019
Q3 | $6.77M | Buy |
126,858
+24,240
| +24% | +$1.29M | 1.48% | 17 |
|
|
2019
Q2 | $5.04M | Buy |
102,618
+7,402
| +8% | +$364K | 1.16% | 29 |
|
|
2019
Q1 | $4.43M | Buy |
95,216
+7,713
| +9% | +$359K | 1.04% | 32 |
|
|
2018
Q4 | $3.79M | Buy |
87,503
+64,291
| +277% | +$2.79M | 1.03% | 29 |
|
|
2018
Q3 | $1.13M | Buy |
23,212
+6
| +0% | +$291 | 0.27% | 90 |
|
|
2018
Q2 | $1.17M | Sell |
23,206
-2,571
| -10% | -$130K | 0.31% | 80 |
|
|
2018
Q1 | $1.34M | Buy |
+25,777
| New | +$1.34M | 0.4% | 65 |
|